
Operations Manager, Unit Pricing and Reconciliations
- Auckland
- Permanent
- Full-time
- Lead the team to deliver unit pricing and reconciliations outcomes that meet client needs.
- Meet client service levels and deliver to client expectations
- Ownership and accountability for the overall unit pricing and reconciliations function
- Robust and hands on team management to create and drive a culture of collaboration, high performance, and engagement
- Manage the unit pricing & reconciliations team including setting and monitoring team members KPI’s and performance to KPI’s through regular 1-1’s, daily stand ups and team meetings
- Responsible for ensuring that there are the right skills across the team with a focusing on upskilling and professional development identifying any staff training needs and determining how to fill any gaps
- Identify and implement process efficiency initiatives and continuously looking for ways to improve the service we offer to clients
- Provide input into product roadmaps, ensuring key requirements for Unit Pricing and Reconciliations get the right focus and development, supporting testing of new developments as required
- Unit pricing – monitor and ensure that all client unit prices are calculated in accordance with the client service delivery requirements
- Security pricing – ensure that all security prices required for daily valuations have been received and loaded into NeXus including tolerance checks for correct prices
- Investment performance - ensure client performance is calculated and appropriately reviewed before being sent to clients
- Ensure that the Unit Pricing processes and procedures are always current
- Ensure all client expense accruals in NeXus are correct
- Ensure reconciliations are completed, investigate and matched on a daily basis with any exceptions being dealt with with urgency and aging breaks are well managed and minimal.
- Other ad-hoc duties as reasonably required by the busines
- Tertiary qualification in Commerce or a related specialisation (preferred but not essential)
- Several years’ experience within an Operations role, preferably unit pricing, or financial accounting
- Strong leadership skills and experience with managing to daily deliverables
- Naturally inquisitive mind and use of initiative with a focus on continuous improvement with a proven experience driving new initiatives and project management
- Ability to create an open and inclusive team culture and drive high-performance
- Self-starter, supportive and collaborative with a team-oriented approach
- Demonstrated ability to manage stakeholders and influence at a senior level
- Displays good judgement and decision-making skills
- Ability to solve complex problems, with strong attention to detail and critical thinking skills
- Excellent written and verbal communication skills
- Exposure to financial modelling and a sound working knowledge of MS Excel at an intermediate to advanced level
- Sound knowledge of the fund administration industry and New Zealand market